Gene Munster, Managing Partner at Deepwater Asset Management with over 25 years in tech, and Josh Pantony, CEO of Boosted.ai, dive into the implications of a recent model from Chinese AI startup DeepSeek. They discuss the potential impact on industry giants like Nvidia and the challenges investors face in this fluctuating market. The conversation highlights the intersection of AI and investment strategies, exploring how machine learning can enhance portfolio management amidst ongoing geopolitical and technological uncertainties.